Andrew Vandehey

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → Present
  Principal Life Ins Co
  Kaukauna, WI
• 01/2012 → Present
  Vandehey Financial Services Inc
  Kaukauna, WI
• 03/2016 → Present
  Principal Securities Inc
  Kaukauna, WI

Other Businesses

***KAUKAUNA HIGH SCHOOL, ASSISTANT TRACK & FIELD COACH, 3/13/13. ***Outside Insurance; Investment Related; Kaukauna, WI; Agent; Fixed Annuities, LTC, LI Group Benefits: Health, DI, Medical; Start Date: 02/01/2019; 30 hrs per month; 30 during trading hours. ***JAGGS, LLC POSITION: Real Estate NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 311 E Ann Street Suite 2, Kaukauna WI 54130, United States DESCRIPTION: Office building, I own the building that I rent to my business - VanDeHey Financial Services, Inc.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-27

Designations

• Certified Financial Planner